![\"\"](\"https:\/\/www.techcrm.in\/blogs\/wp-content\/uploads\/2020\/08\/account.png\")
<\/figure>\n\n\n\nBelow is the Record view of “Banque lombard odier & Cie SA” account.Here we are having parent account(relationship field) as field.I have added filter defintion for this field.Now if you type “banq” in parent account relationship field,current record name will not be available to select in quick(popup) search,open drawer and search in open drawer.(like below).<\/p>\n\n\n\n Lets dive into coding part,<\/p>\n\n\n\n Step 1 : Creating filter template<\/strong><\/p>\n\n\n\n First we need to create a filter template for accounts which will filter out only the accounts records except current account.To do this we will create a new file in the following path.Let\u2019s name this template as FilerAccountTemplate<\/strong>.<\/p>\n\n\n\n Create file in below path In this filter template,File name(FilerAccountTemplate<\/strong>) and id should be same(FilerAccountTemplate<\/strong>).<\/p>\n\n\n\n In this file we are defining filter definition in (“filter_definition<\/strong>“)<\/em> variable.Here I am using name is not equals in filter definition.We can use record id also instead of name.<\/p>\n\n\n\n Step 2: Filter label<\/strong><\/p>\n\n\n\n Now we need to give a display label for out filter template ,which we have created. Create file in below path Add file to below code<\/p>\n\n\n\n Step 3: Controller <\/strong><\/p>\n\n\n\n Now we need to pass this template as filter options into the look up search when user try to select a account .For that we will create a new controller file for relate field and will extend it from parent controller.<\/p>\n\n\n\n Create file in below path Add below code<\/p>\n\n\n\n![\"\"](\"https:\/\/www.techcrm.in\/blogs\/wp-content\/uploads\/2020\/08\/record_view.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/www.techcrm.in\/blogs\/wp-content\/uploads\/2020\/08\/record_view-1.png\")
<\/figure>\n\n\n\ncustom\/Extension\/modules\/Accounts\/Ext\/clients\/base\/filters\/basic\/ FilerAccountTemplate.php<\/strong><\/code><\/p>\n\n\n\n<?php\n\/*\n*custom\/Extension\/modules\/Accounts\/Ext\/clients\/base\/filters\/basic\/FilerAccountTemplate.php\n* Ajay Kumar\n*\/\n$viewdefs['Accounts']['base']['filter']['basic']['filters'][] = array(\n 'id' => 'FilterAccountTemplate',\n 'name' => 'LBL_FILTER_ACCOUNT_TEMPLATE',\n 'filter_definition' => array( \n 'name' => array(\n '$not_equals' => '',\n ), \n ), \n 'editable' => true,\n 'is_template' => true,\n);<\/code><\/pre>\n\n\n\n
Create file in below path <\/p>\n\n\n\ncustom\/Extension\/modules\/Accounts\/Ext\/Language\/ en_us.FilterAccountTemplate.php<\/strong><\/strong><\/code><\/p>\n\n\n\n<?php\n $mod_strings['LBL_FILTER_ACCOUNT_TEMPLATE']='Accounts without Current Account';<\/code><\/pre>\n\n\n\nccustom\/modules\/Accounts\/clients\/base\/fields\/relate\/relate.js<\/strong><\/strong><\/code><\/strong><\/strong><\/p>\n\n\n\n({\n extendsFrom: 'RelateField',\n initialize: function(options) {\n this._super('initialize', [options]);\n },\n getFilterOptions: function(force) {\n if (this._filterOptions && !force) {\n return this._filterOptions;\n }\n \/\/Defining our filter definitions\n var custom_FilterOptions = new app.utils.FilterOptions().config({\n 'initial_filter': 'FilterAccountTemplate',\n 'initial_filter_label': 'LBL_FILTER_ACCOUNT_TEMPLATE',\n 'filter_populate': {\n 'name': [this.model.get('name')],\n }\n }).populateRelate(this.model).format();\n\n \/\/Assigning our filter definitions \n this._filterOptions = custom_FilterOptions;\n return this._filterOptions;\n },\n openSelectDrawer: function() {\n app.drawer.open({\n layout: 'selection-list',\n context: {\n module: this.getSearchModule(),\n fields: this.getSearchFields(),\n filterOptions: this.getFilterOptions()\n }\n }, _.bind(this.setValue, this));\n },\n\n})<\/code><\/pre>\n\n\n\n